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06.02.01.F. Sales Transactions (Transactions)/ Contributions Transactions

Filters in this group of reports are always specific to each report.  All reports are location specific, except for Efficiency reports.  This means which ever location you are logged into is the location you will produce report data for.  Keep in mind, your site is live and sales transactions are happening while reports are being viewed throughout the day, therefore the most accurate reports will be determined if your closed or open for sales when reports are ran. All reports can be exported to CSV files for excel data manipulation. 

 Each section of reports has the ability to customize report parameters in the 'custom detailed report parameters' section.

By holding down the CTRL button on your keyboard, you can select multiple parameters for Visit statuses or for all parameters. 

 

06.02.01.F.  Sales Transactions (Transactions)/ Contributions Transactions

The transaction report shows us a more detailed display of all not only every order, but every product on every order along with the cashier (budtender), customer (patient), the exact weight sold as well as the exact weight that was removed from inventory so you are able to see the variations of weights in weighing heavy. 

 

 

 

 

 

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